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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,002 | $58,627-23.2% | $76,735-41.4% | $82,448-45.4% |
| Participation rate | 43.8% | 63.2%-19.5pp | 69.5%-25.7pp | 68.1%-24.3pp |
| Annual return | 17.16% | 39.10%-21.9pp | 29.77%-12.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,391 | $3,134-23.7% | $4,088-41.5% | $4,139-42.2% |
| Admin fee / account holder | $7,269 | $5,323+36.6% | $7,189+1.1% | $7,234+0.5% |